Insurance Agent / Advisor
BFSI, Investments & Trading
Salary Per Year:
INR 300,000 To 550,000
MBA/PGDM (Any Specialization)
2 to 7 Years
23 November 2021
Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets.
Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs.
Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations
Helping & training the Team to Handling Queries & complains of client's & solving it within TAT.
Achieving the targets set for Team on Acquiring new clients & retaining the old clients by periodic meetings.
Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
Monitoring, Motivating & enhancing FOCO Advisor's( Team) Advising skills through call tracking, weekly targets & meetings, con calls.
Visiting respective franchisee’s where FOCO advisors are placed
Daily/ Weekly & Monthly Review with BA’s along with FOCO advisors
Monthly Review with HO-Seniors
Desired Candidate Profile
Good communication skills & Knowledge of broking & operations knowledge.
Risk profiling of client along with technical and fundamental understanding.
Knowledge of trading applications, MS Office, PPT Preparation etc.